3,822 hedge funds and large institutions have $422B invested in Visa in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,655 increasing their positions, 1,510 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,822
Holders Change
+76
Holders Change %
+2.03%
% of All Funds
55.4%
Holding in Top 10
509
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-6.95%
% of All Funds
7.38%
New
231
Increased
1,655
Reduced
1,510
Closed
103
Calls
$4.21B
Puts
$3.54B
Net Calls
+$670M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
451
Atria Investments
North Carolina
$55.1M +$2.85M +10,222 +5%
BS
452
Banco Santander
Spain
$54.9M -$4.49M -16,094 -8%
ADEF
453
Adams Diversified Equity Fund
Maryland
$54.5M
BWC
454
Blue Whale Capital
United Kingdom
$54.3M
BCI
455
Brinker Capital Investments
Pennsylvania
$54.1M -$1.89M -6,769 -3%
OPS
456
Orion Portfolio Solutions
Nebraska
$54.1M -$1.89M -6,769 -3%
TIAA Trust, National Association
457
TIAA Trust, National Association
North Carolina
$53.7M -$8.17M -29,265 -13%
MAM
458
Martingale Asset Management
Massachusetts
$53.6M -$4.65M -16,674 -8%
MAMU
459
Marathon Asset Management (UK)
United Kingdom
$53.2M +$4.62M +16,570 +10%
BAMCO Inc
460
BAMCO Inc
New York
$53.1M +$5.8M +20,786 +12%
SCA
461
Southpoint Capital Advisors
New York
$53M
ACM
462
Advisors Capital Management
New Jersey
$52.9M +$3.55M +12,720 +7%
HCM
463
Howland Capital Management
Massachusetts
$52.8M -$4.51M -16,151 -8%
Envestnet Portfolio Solutions
464
Envestnet Portfolio Solutions
Illinois
$52.8M +$4.23M +15,156 +9%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$52.6M +$1.2M +4,303 +2%
PP
466
Prudential plc
United Kingdom
$52.6M +$10.6M +37,901 +25%
RP
467
Riverbridge Partners
Minnesota
$52.2M -$2.32M -8,313 -4%
DWM
468
Destination Wealth Management
California
$52M -$721K -2,584 -1%
BCM
469
Bowie Capital Management
Texas
$51.6M +$8.32M +29,824 +19%
MJRIC
470
Mogy Joel R Investment Counsel
California
$51.5M -$329K -1,180 -0.6%
1SP
471
140 Summer Partners
New York
$51.4M +$3.04M +10,900 +6%
KAS
472
Kestra Advisory Services
Texas
$51.4M +$3.69M +13,232 +8%
OC
473
Oppenheimer & Co
New York
$51.3M +$1.2M +4,315 +2%
SI
474
Stephens Inc
Arkansas
$51.3M -$191K -683 -0.4%
BFS
475
Baskin Financial Services
Ontario, Canada
$50.8M +$288K +1,033 +0.6%